See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,164 | $159,602-78.0% | $150,045-76.6% | $142,382-75.3% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 15.20% | 70.24%-55.0pp | 62.55%-47.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,572 | $4,961-48.2% | $4,693-45.2% | $4,299-40.2% |
| Participant deferral / active EE | $2,627 | $8,310-68.4% | $7,997-67.2% | $6,507-59.6% |
| Admin fee / account holder | $199 | $14,846-98.7% | $13,435-98.5% | $12,624-98.4% |